Armadale Asset Management LLC

RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$296K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
Mineola, New York
CRD number
327824
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI55.28%
  • Corporations / Businesses44.72%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Armadale Asset Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that charges clients a fee based on assets under management. The firm serves both individual/family clients and institutional accounts and provides financial planning and portfolio management services for individuals and small businesses. It also participates in other financial product sales activities and is listed as a sponsor of limited partnerships (excluding pooled investment vehicles). The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • Sean Mcdonald

    Sean Mcdonald

    ManagerCRD 5691956

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mineola, NY

Nassau

Location

Mineola, NY

Headquartered in Mineola, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
34 Willis Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth